Nvest Wealth Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$235,494,414
Clients
185
Advisors
3
across 2 offices
About
The firm serves individual investors (including high‑net‑worth and non‑HNW clients), trusts, estates, charitable organizations and business entities, offering discretionary portfolio management, financial planning and hourly consulting. It manages both custodial accounts and client-directed retirement allocations using third‑party aggregation tools and charges percentage‑of‑AUM investment fees alongside separate consulting arrangements.
Nvest implements a long‑term, multi‑asset approach built primarily with no‑load mutual funds and ETFs rather than individual stocks or bonds, emphasizes diversification and periodic rebalancing, and generally avoids timing or momentum strategies. Accounts are reviewed at least quarterly with reconciled performance reports provided to clients, and the firm operates under a stated fiduciary standard and professional codes of conduct.
Distinctive features for a firm this size include multiple senior credentialed staff (two CFA charterholders and a recently added CFP), the firm’s use and distribution of periodicals/periodic client communications in addition to quarterly reports, and client‑specific fee accommodations such as discounted rates for certain public charitable or church‑related organizations and the exclusion of concentrated low‑basis holdings from management fees. These operational choices and staffing credentials differentiate the firm from many peers of similar scale.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000 - $2,000,000: 0.80% $2,000,000 - $4,000,000: 0.60% $4,000,000 - $6,000,000: 0.40% $6,000,000+: 0.20%
Consulting fees range from $50 (data gathering) up to $200 (professional expertise) per hour.
Account minimum: $250,000 minimum Fee-only: Consulting fees range from $50 to $200 per hour depending on expertise; typically not invoiced if client assets under management are $250,000 or greater.
Main office
See office9757 Fairway Drive
Powell OH 43065
Advisors at this office
2
Offices (2)
Most active in
Florida · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jordan R
CFP®
Powell, OH
Nvest Wealth Strategies, Inc.
Jordan Ranly is a CFP® professional with over four years at Nvest Wealth Strategies, Inc. and nearly two decades of prior experience at Honda Motor Company. He is based in Powell, Ohio. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm applies a long-term, multi-asset approach focused on no-load mutual funds and ETFs, emphasizing diversification and periodic rebalancing while adhering to a fiduciary standard.
Steven H
CFA®
Powell, OH
Nvest Wealth Strategies, Inc.
Steven Henderly is a CFA charterholder with 13 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm employs a long-term, multi-asset investment approach focused on diversification and periodic rebalancing, primarily using no-load mutual funds and ETFs, and operates under a fiduciary standard.
William H
CFA®
Powell, OH
Nvest Wealth Strategies, Inc.
William Henderly is a CFA® charterholder with 26 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and hourly consulting. The firm employs a long-term, multi-asset investment approach focused on no-load mutual funds and ETFs, emphasizing diversification and periodic rebalancing while operating under a fiduciary standard.
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